And yet, nearly all of enterprise money spent on AI tokens in the US is going to either OpenAI or Anthropic.
That trajectory appears to be changing. Virtually every company I see is shifting more and more to open weight models. Anthropic’s slowing growth rate is already spooking investors and that shift is just getting started.
That trajectory appears to be changing. Virtually every company I see is shifting more and more to open weight models. Anthropic’s slowing growth rate is already spooking investors and that shift is just getting started.